Client intake form email tracking
Client intake form email tracking that actually works: clients complete intake and pre-assessment forms inside Gmail before session one, and you see exactly who hasn’t.
Sound familiar?
- ✕You send an intake form link and half your clients show up without filling it
- ✕You waste the first session collecting basics you should already have
- ✕Chasing each client for their form is a job in itself
The old way vs. the Formailo way
Start every session prepared.
Before Formailo
Intake link → forgotten → session one wasted on basics
After Formailo
Intake inside Gmail → completed early → you arrive prepared
What coaches & trainers use Formailo for
Client intake forms
Goals, history and context before session one.
Pre-assessment forms
Baseline scores for training programs.
Onboarding questionnaires
Everything you need to tailor the program.
Student registration
Enroll cohorts without back-and-forth.
Session feedback
Capture progress after each session.
Course check-ins
Track engagement across the program.
See who’s completed intake, remind who hasn’t
Per-client intake tracking
See which clients completed their intake form, who opened it, and who hasn’t, by name, so you’re never surprised at the start of a session.
- ✓Responded / opened / ignored per client
- ✓Know who’s ready before you meet
- ✓Export answers to CSV
One-click intake reminders
Nudge only the clients who haven’t completed their form, with the intake form embedded, so you walk into every first session fully prepared.
- ✓Reminds only non-responders
- ✓Form embedded in the reminder
- ✓Auto-reminders on the Team plan
What coaches see
Coaches who start sessions prepared
“I send intake forms to every new client. Knowing exactly who has and hasn’t filled it, without asking, is a game changer.”
“Clients fill the form right in their inbox, so I walk into session one already knowing their goals.”
“Our training institute tracks pre-assessments by student now, no more chasing.”
Client intake form questions
Each client gets a unique token in their email. When they submit, it’s recorded against their name, so you see exactly who completed intake, who opened it, and who hasn’t.
No. Clients open the email and complete the intake form right inside Gmail: no signup, no login.
Yes, one click reminds only non-responders, with the intake form embedded so they can finish it on the spot.
Yes, the free plan includes 100 emails/month and 3 forms with per-client tracking and reminders.